-25.1%
ALHC vs VEU
+56.3%
-81.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -1.0% | +1.7% | -2.6% | -2.1% |
| 30D | -6.3% | +1.0% | -7.3% | -7.0% |
| 3M | -12.3% | +5.6% | -17.9% | -15.9% |
| 6M | -27.0% | +13.7% | -40.7% | -34.2% |
| YTD | -31.8% | +17.7% | -49.6% | -40.3% |
| 1Y | -17.0% | +25.8% | -42.8% | -31.0% |
| 3Y | +159.8% | +77.1% | +82.7% | +54.5% |
| 5Y | -25.1% | +57.1% | -82.3% | -50.0% |
| All | -25.1% | +56.3% | -81.4% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling